Contract Terms

Owned by Kevin O'Brien (Unlicensed)
Last updated: Aug 29, 2018

This is where the Service Provider can configure the Contract Terms (and other free text) for Customer Quotes and Supplier POs.


Customer Quotes

The Service Provider can create standard header and footer text that will appear on all Customer Quotes by default. 

Customer Quote headers and footers can also be configured for each Customer individually, and this will replace the standard text configured here. For more information see Customers > Customisation.

Any text can be entered, but typically these spaces are used for terms and conditions.


 Configure Customer Quotes

Enter text in the free-text boxes and click the Save button.
The text will then appear on all Customer Quotes.


 Customer Quote Example

The highlighted text shows where the header and footer text appears on the Customer Quote.


Supplier POs - Footers

The Service Provider can create standard footer text that will appear on all Supplier POs by default.

Different types of footer can be created for different Suppliers or different purchasing scenarios and selected when creating a Supplier PO.



 Configure Supplier PO Footers

To create the text for the Standard footer.

  • Enter text in the Text field and click the Save button.

To create a new footer:

  1. Click the Add Footer button.
  2. Enter a Description and Text for the new footer.
  3. Click the Save button.


 Creating a Supplier PO (with footer)

To set a Supplier PO footer, select a footer type from the drop-down list (showing Standard in the screenshot above).

The footer text will display in the text field and can be modified as required.


 Supplier PO Example

The highlighted text shows where the footer text appears on the Supplier PO.